Purchases and Sales Made in Q1 2024 in Vertiv Holdings CO (VRT)
This table provides information about the institutional ownership of Vertiv Holdings CO (VRT) during Q1 2024. The information is specifically focused on institutions that hold shares of Vertiv Holdings Co.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.76KNew |
$126K - $228K
|
2.76K
$239K
|
|
|
May 13, 2024
Q1 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
2.75KNew |
$125K - $227K
|
2.75K
$238K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
2.73KNew |
$124K - $226K
|
2.73K
$237K
|
|
|
Apr 24, 2024
Q1 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
2.72KNew |
$124K - $225K
|
2.72K
$236K
|
|
|
May 13, 2024
Q1 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
2.7K+ 108.0% |
$123K - $223K
|
5.2K
$451K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.7K+ 41.1% |
$123K - $223K
|
9.25K
$802K
|
|
|
May 09, 2024
Q1 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
2.65KNew |
$121K - $219K
|
2.65K
$229K
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
2.6K+ 11.26% |
$118K - $215K
|
25.7K
$2.23M
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.57KNew |
$117K - $213K
|
2.57K
$223K
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
2.57KNew |
$117K - $212K
|
2.57K
$223K
|
|
|
May 15, 2024
Q1 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
2.5KNew |
$114K - $207K
|
2.5K
$217K
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
BUY
|
- |
2.46KNew |
$112K - $203K
|
2.46K
$213K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.36K+ 365.89% |
$108K - $195K
|
3.01K
$260K
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
2.35KNew |
$107K - $194K
|
2.35K
$204K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.34K+ 21.12% |
$107K - $194K
|
13.4K
$1.16M
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
2.34K+ 75.79% |
$106K - $193K
|
5.42K
$469K
|
|
|
Jul 31, 2024
Q1 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
2.32K+ 3.65% |
$106K - $192K
|
66K
$5.72M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.14KNew |
$97.6K - $177K
|
2.14K
$186K
|
|
|
May 09, 2024
Q1 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
2.08K+ 0.68% |
$95K - $172K
|
310K
$26.9M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.08K+ 6290.91% |
$94.6K - $172K
|
2.11K
$183K
|
|
|
May 08, 2024
Q1 2024
|
Old West Investment Management, LLC
Los Angeles, CA |
BUY
|
- |
2.02K+ 14.53% |
$91.8K - $167K
|
15.9K
$1.38M
|
|
|
May 15, 2024
Q1 2024
|
Shay Capital LLC
New York, NY |
BUY
|
- |
2KNew |
$91.1K - $165K
|
2K
$173K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.99K+ 41.4% |
$90.8K - $165K
|
6.81K
$590K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.8K+ 17.1% |
$81.8K - $148K
|
12.3K
$1.07M
|
|
|
Apr 23, 2024
Q1 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
1.67K+ 3.48% |
$76.1K - $138K
|
49.7K
$4.31M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.5K+ 390.1% |
$68.3K - $124K
|
1.88K
$163K
|
|
|
May 14, 2024
Q1 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
1.4K+ 10.14% |
$63.8K - $116K
|
15.2K
$1.32M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.39KNew |
$63.1K - $114K
|
1.39K
$120K
|
|
|
Apr 10, 2024
Q1 2024
|
First Community Trust Na
|
BUY
|
- |
1.29KNew |
$58.8K - $107K
|
1.29K
$112K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.24K+ 35.55% |
$56.3K - $102K
|
4.71K
$408K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.15K+ 383.33% |
$52.4K - $95.1K
|
1.45K
$126K
|
|
|
May 15, 2024
Q1 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
1.11K+ 13.9% |
$50.7K - $91.9K
|
9.11K
$790K
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.1K+ 0.7% |
$50.1K - $90.9K
|
158K
$13.7M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.03KNew |
$47.1K - $85.4K
|
1.03K
$89.5K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.02KNew |
$46.5K - $84.3K
|
1.02K
$88.4K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1KNew |
$45.6K - $82.8K
|
1K
$86.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1K+ 666.67% |
$45.6K - $82.7K
|
1.15K
$99.7K
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
841+ 7.06% |
$38.3K - $69.5K
|
12.8K
$1.11M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
815+ 2.16% |
$37.1K - $67.4K
|
38.5K
$3.34M
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
774New |
$35.3K - $64K
|
774
$67.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
748+ 2.86% |
$34.1K - $61.8K
|
26.9K
$2.33M
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
720New |
$32.8K - $59.5K
|
720
$62.4K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
614New |
$28K - $50.8K
|
614
$53.2K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
593New |
$27K - $49K
|
593
$51.4K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
558New |
$25.4K - $46.1K
|
558
$48.4K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
508+ 115.45% |
$23.1K - $42K
|
948
$82.2K
|
|
|
Apr 25, 2024
Q1 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
500New |
$22.8K - $41.3K
|
500
$43.3K
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
500+ 4.0% |
$22.8K - $41.3K
|
13K
$1.13M
|
|
|
May 14, 2024
Q1 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
480+ 2.47% |
$21.9K - $39.7K
|
19.9K
$1.73M
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
457New |
$20.8K - $37.8K
|
457
$39.6K
|